From the filings
Software purchasing decisions at DDSmatch Franchise flow through a small headquarters team led by Founder and President Thad Miller. The franchise mandates Pipedrive CRM across its 40 franchised locations, creating an immediate integration or displacement opportunity. With 41 total units and 21.2% year-over-year unit growth, the addressable market is compact but expanding.
For software vendors selling into US franchise brands.
Live signals
Complete royalty terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
These are recorded percentage components. Each has its own base and conditions; the chart does not state the total payment or confirm ad-fund completeness.
1recorded components (FY2025)
15% reference
Franchisor behaviours
16 requirements the franchisor states in this filing, each in its own words; 10 explicit no's; 8 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
Franchisor may obtain independent access to the information in the software system and reserves the right to request records from Franchisee at any time.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Franchisee shall provide to Franchisor on a quarterly basis, on or before the twentieth (20th) day of each month following each calendar quarter, an income and expense statement and a balance sheet in such form and detail as shall from time to time be reasonably required by Franchisor
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
Franchisor shall have the right to make changes, modifications or additions to the System from time to time.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
In the fiscal year ending December 31, 2023, we did not derive any revenue or benefit as a result of franchisee’s purchases.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
10Item 8
approximately 10% - 20% of all purchases and leases you will incur to operate the franchised business.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
Franchisor may, in its sole discretion, approve suppliers selected by Franchisee provided the following conditions are first met:
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
stop all use of all telephone numbers, facsimile numbers, e-mail addresses, home pages, websites and the like that are associated with the Business and the System and cooperate with Franchisor in causing all applicable telephone companies and other service providers to reassign such numbers and addresses to…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
During the operation of your Business, we may: (1) Inspect the Business as we deem advisable.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisee acknowledges and agrees that the Operations Manual may be modified from time to time to reflect changes in the System; provided, however, that no such modification shall alter Franchisee’s fundamental status and rights under this Agreement.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Unless we otherwise agree, you may not operate a separate website for the Business.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 6
You must spend 2% of your gross revenues each month on local advertising efforts.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
We may require you to pay fees via electronic withdrawal from your bank account.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesFranchise agreement
Franchisor may obtain independent access to the information in the software system and reserves the right to request records from Franchisee at any time.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
Franchisees are required to license Pipedrive CRM, a sales management tool, for their Business, which currently costs $200 per year.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
Additional and refresher training may be provided to you at your request or if we deem there to be a need.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Franchisor may require Franchisee and other personnel to attend refresher and additional training courses from time to time, and/or Franchisor’s annual or periodic conferences, and Franchisee acknowledges that there may be a fee charged for such training and/or conferences.
DDSmatch Franchise presents a focused opportunity for software vendors targeting the real estate services franchise segment. The system comprises 41 total units—40 franchised and 1 company-owned—with a notable 21.2% year-over-year unit growth rate. This expansion trajectory signals active onboarding of new franchisees, each of whom must adopt the mandated technology stack. While the total addressable unit count is modest, the centralized purchasing dynamic and recent growth make it a viable target for vendors offering CRM-adjacent tools, marketing automation, or back-office platforms.
Decision-making authority rests with a lean headquarters team. Founder and President Thad Miller is the senior executive on file and the most likely ultimate approver for software contracts. Director of Marketing Samantha Klausuer represents a secondary influencer, particularly for marketing technology or lead-generation tools. Administrative Assistant Crystal Ballard is also listed in the FDD, suggesting a flat organizational structure with no dedicated IT or procurement function. Vendors should prepare concise, ROI-focused pitches that respect the bandwidth of a small leadership team.
The 2025 FDD explicitly mandates Pipedrive CRM across the franchise system. This is the sole named technology vendor in the available data. For software sellers, this creates two immediate angles: integration with Pipedrive (via API or marketplace) or displacement if a superior alternative can demonstrate clear value. No other operational, financial, or point-of-sale systems are disclosed as mandated or recommended. The absence of a broader mandated stack suggests franchisees may have autonomy over supplementary tools, though any system-wide adoption would likely require HQ endorsement.
Procurement mechanics are not detailed in the most recent FDD. Item 8, which typically outlines designated or approved supplier requirements, contains no extract in the available data. This opacity means vendors must engage HQ directly to understand purchasing procedures. On the renewal front, the initial franchise term runs 10 years, with qualified franchisees eligible for two additional 5-year renewal terms. Renewal conditions include signing the then-current franchise agreement, completing training, and maintaining a clean default record. The combination of a 10-year initial commitment and 21.2% unit growth suggests that new franchisee onboarding represents the most accessible software sales window.
The 2025 Franchise Disclosure Document is the authoritative source for understanding DDSmatch's legal and operational framework. It contains the full text of the franchise agreement, Item-level disclosures on costs, obligations, and territory rights. For software vendors, the most relevant sections are Item 11 (franchisor's assistance, advertising, computer systems, and training) where the Pipedrive mandate appears, and Item 17 (renewal, termination, transfer, and dispute resolution) which governs contract continuity. The embedded viewer below provides the complete filing. For a ranked target list of franchise systems matched to your software category, FranCloud can help.
Complete royalty terms are not confirmed.
Questions vendors ask
Read the original document for the filing figures and their terms, page by page. Buy the original PDF to download, search, and annotate it.
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Operator footprint
32 operators run 33 mapped locations. 1 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| CA | 5 |
|---|---|
| TX | 3 |
| IN | 2 |
| FL | 2 |
| TN | 2 |
Related Real estate brands
Primary franchise filings · updated June 2026. Read the original filing for definitions, conditions, and qualifications.